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iShares Global Energy ETF
IXC

Overview Fund Activity

368 hedge funds and large institutions have $1.15B invested in iShares Global Energy ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 87 increasing their positions, 166 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
-30
Holders Change %
-7.54%
% of All Funds
5.32%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
24
Increased
87
Reduced
166
Closed
52
Calls
$1.88M
Puts
$8K
Net Calls
+$1.87M
Net Calls Change
+$637K

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$398M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$20.6M
3
CA
3
CoreCap Advisors
Michigan
$6.5M
4
SWIG
4
Strategic Wealth Investment Group
Kentucky
$9.02M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$36M

Top Sellers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$11.8M
2
Pictet Asset Management
2
Pictet Asset Management
Switzerland
$0
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
4
SA
4
Sanctuary Advisors
Indiana
$2.48M
5
Morgan Stanley
5
Morgan Stanley
New York
$47.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$6.91M +$101K +2,488 +1%
BlackRock
27
BlackRock
New York
$6.51M +$21.1K +521 +0.3%
CA
28
CoreCap Advisors
Michigan
$6.5M +$6.5M +160,473 New
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$6.36M -$4.62M -114,626 -42%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$5.95M +$170K +4,188 +3%
AWA
31
Adapt Wealth Advisors
Georgia
$5.78M +$1.81M +44,653 +45%
MPW
32
MA Private Wealth
California
$5.52M +$572K +14,127 +12%
MC
33
McMorgan & Co
California
$5.48M -$317K -7,826 -5%
OCBCO
34
Oversea-Chinese Banking Corp (OCBC)
Singapore
$5.33M -$7.78M -192,210 -59%
ASN
35
Advisory Services Network
Georgia
$5.08M – – –
MML Investors Services
36
MML Investors Services
Massachusetts
$4.76M +$732K +18,081 +18%
TFF
37
The Family Firm
Maryland
$4.73M +$158K +3,897 +3%
Envestnet Portfolio Solutions
38
Envestnet Portfolio Solutions
Illinois
$4.71M +$242K +5,975 +5%
CFB
39
Cullen/Frost Bankers
Texas
$4.71M -$24.6K -608 -0.5%
Osaic Holdings
40
Osaic Holdings
Arizona
$4.66M -$765K -18,867 -14%
SPC
41
Sigma Planning Corp
Michigan
$4.62M -$129K -3,178 -3%
AAS
42
Avantax Advisory Services
Texas
$4.43M +$33.2K +819 +0.8%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$4.37M -$217K -5,370 -5%
EH
44
Equitable Holdings
New York
$4.37M -$1.49M -36,914 -25%
AIC
45
Ayalon Insurance Company
Israel
$4.35M -$10K -248 -0.2%
TVAMP
46
Tennessee Valley Asset Management Partners
Tennessee
$4.2M +$143K +3,524 +4%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$4.08M -$34.9K -862 -0.8%
KAS
48
Kestra Advisory Services
Texas
$3.52M -$584K -14,424 -14%
FP
49
Fiduciary Planning
Florida
$3.46M +$171K +4,232 +5%
PAS
50
Park Avenue Securities
New York
$3.22M +$53.3K +1,317 +2%
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